Description
Financial anxiety is one of those unavoidable realities of life. Yet many people go through each day without ever truly understanding the source of that anxiety. Rising prices, an uncertain pension system, the need to secure education funds and retirement savings—against all of these, the strongest weapon is not advanced investment techniques, but accurate financial knowledge.
This book, Start a New Life with Financial Planning, is not just a study guide for earning a qualification. It is a guidebook for obtaining a blueprint for life—one that helps you protect yourself and the people who matter most around you.
A Financial Planner, commonly known as an FP, is qualified in what are called the six major areas of life planning: life planning, risk management, financial asset management, buildings and real estate, tax planning, and inheritance/business succession. In other words, this qualification gives you the ability to understand the flow of money throughout an entire lifetime, from birth to death.
There are three ways in which this book differs decisively from conventional study books.
First, it thoroughly removes the barrier of technical jargon.
When people begin studying for the FP qualification, they are often overwhelmed by a flood of unfamiliar terms such as deductions, yield, and portfolio. This book replaces such language with everyday expressions and explains the underlying reason these systems exist in the first place. Even complete beginners with zero prior knowledge will be able to move through the material smoothly, almost as if reading a story.
Second, it presents a strategy for reaching a passing level in the shortest possible time.
The exam range is extremely broad, but in reality, the points that tend to appear on the test are quite predictable. If you are busy with work or household responsibilities, you do not need to memorize every topic perfectly. This book reveals efficient scoring strategies and methods for firmly retaining information through spare moments in your day. There is no need to carry around heavy textbooks. With just a smartphone, your commute can become the best classroom you have.
Third, it shows you how to design a new life beyond the qualification itself.
Getting the qualification is not the goal—it is the starting point. This book offers many concrete examples of how FP knowledge can dramatically improve household finances, and how that same knowledge can lead to side income opportunities or career advancement. By the time you finish this book, you will have shifted from “a life controlled by money” to “a life where you control money.”
Do you have concerns like these about money and your future?
You feel a vague anxiety about whether your current income alone will be enough to protect your future lifestyle and retirement.
You are interested in financial planning, but the technical terms seem difficult, so you cannot take the first step.
You want a qualification for a side job or career advancement, but you do not have enough time to study.
This book’s “strategic study method” will solve those concerns!
WHO IT’S FOR
This book is ideal for people like these
VOICE
Messages from our readers
“The haze around my future completely cleared up!”
I used to avoid thinking about things like retirement funds because it felt scary, but after reading this book, I became clear on what I need to do now. I also passed the FP exam, and it gave me real confidence in myself!
“It has been useful both at work and in my personal life”
The practical explanations were extremely helpful. The knowledge I gained not only expanded the range of proposals I can make at work, but also directly helped me review my own insurance and investments. This book has paid for itself many times over.
